Putting a Face Behind the Name: The person you'll actually be talking with
Putting a face behind the name matters.
When you work with Newhouse Financial Group, you’re working with someone who has spent more than four decades helping individuals, families, and business owners understand and think through important decisions with clarity and confidence.
Where It All Started
Jim began his career while attending college with The Guardian Life Insurance Company.
Early mentorship from his father, who was an industry legend, helped shape how he approaches both clients and the work itself. Over time, he became known for seeing the bigger picture and explaining complex topics in a way that makes sense.
Building Something of His Own
After graduating from Washington and Jefferson College, Jim founded Newhouse Financial and Insurance Brokers and continued his education, obtaining additional industry degrees and certifications.
His focus has remained consistent: helping people protect what they’ve worked hard to build.
Experience You Can Rely On
Jim is a Chartered Life Underwriter (CLU), a designation earned through the American College and widely recognized across the insurance industry. He also holds a certification in Long-Term Care through the CLTC Board of Standards.
His background includes decades of experience working with Guardian and Park Avenue Securities, where he served as a registered representative through 2024.
- Chartered Life Underwriter (CLU)
- Certified in Long-Term Care (CLTC)
- Active in NAIFA and NAHU
- Speaker on insurance and estate planning
In His Community
Outside of his work, Jim stays closely connected to the community.
He supports organizations focused on food insecurity, animal welfare, youth outreach, and health initiatives, areas that reflect a long-standing commitment to helping others beyond financial planning.
In his free time, he enjoys attending car shows, concerts, garden tours, skiing, and following the New York Football Giants. His family has held season tickets since the team’s founding, a tradition that’s been passed down over four generations.
A lifelong resident of Westchester County, Jim lives in Katonah with his wife and daughter.
If you want to talk something through before making a decision, that conversation can start here.
What Clients Notice Right Away
Over time, clients tend to notice the same things.
Conversations feel clear, not rushed. Decisions feel easier to understand.
And the relationship becomes something they rely on, not something they revisit once and forget.
Why That Matters
When you’re making decisions about insurance, experience shows up in how clearly things are explained and how well those decisions hold up over time.
Talk Directly With Jim
If you’re ready to take a closer look at your situation, you can connect directly.
Prefer to Talk?
Call Us (914) 288‑8829
